Help Center

Client Account Settings

How to reset a password, update an address, add accounts, control permissions and more.

Tax Center

How to get your cost basis, 1099s, and other tax related information.

Invest with Us

How to buy and sell individual securities and Folios of securities.

Fund an Account

How to transfer securities, setup electronic funds transfers and online bill pay.

Private Investing

How to buy and sell private securities from Folio's Private Capital Network.

IRAs

How to invest in an IRA, including contributions limits, deadlines and more.

Manage Client’s Account

Manage your Folio Institutional client’s account.

Models and Allocations

Information about Models and Allocations.

Open a Client Account

How to open a client account, information on account types and more.

Search Folio Institutional

Search entire Folio Institutional website here.